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CIK: 0001727269
Total reported value
$1.0B
$1.0B
180 檔
4.4%
The Q3 2024 SEC filing reveals that Columbus Macro, LLC held a total portfolio value of $1.0B, covering 180 public equity positions.
Columbus Macro, LLC executed strategic sector rebalancing during Q3 2024, establishing 11 new positions while fully exiting 10 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHZ, SCHJ) accounted for 4.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.91% | +0.08% | +1.11% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.66% | -0.12% | +16.95% | |
| 3 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 2.66% | -0.09% | +29.05% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | +0.05% | — | |
| 5 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 2.45% | -0.14% | -2.82% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.40% | -0.05% | -5.79% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | +0.02% | -10.48% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 1.60% | -0.02% | +17.70% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.56% | — | -0.85% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.51% | — | -3.58% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | +0.01% | — | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.49% | -0.04% | +3.41% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | — | -2.29% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.38% | -0.01% | +48.17% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.38% | -0.04% | -3.06% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.38% | -0.02% | +1.48% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.19% | +0.09% | -3.42% | |
| 18 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-Other | 1.16% | -0.09% | -0.55% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.15% | -0.03% | +65.83% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.02% | +3.21% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | — | -1.00% | |
| 22 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.00% | -0.25% | -1.52% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.98% | -0.07% | -0.80% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.05% | -3.48% | |
| 25 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 0.95% | -0.02% | +24.71% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.01% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.91% | — | +13.07% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.89% | +0.01% | -2.77% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.06% | -0.58% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.28% | -0.87% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | — | -1.15% | |
| 32 | PFFD | Global X US Preferred ETF | ETF-Other | 0.85% | +0.23% | -1.83% | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.83% | -0.06% | +488.76% | |
| 34 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.81% | — | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.02% | +1.32% | |
| 36 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.80% | — | +1.67% | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.78% | — | -2.25% | |
| 38 | SYY | Sysco CORP | Stock-Consumer Staples | 0.73% | -0.99% | +6.15% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.73% | +0.03% | -3.44% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | +0.02% | -0.87% | |
| 41 | IQLT | Ishares Msci International Q | ETF-Other | 0.72% | — | +1.27% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | — | — | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | +0.03% | -1.76% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.67% | -0.03% | -31.20% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.11% | -1.86% | |
| 46 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.66% | -0.02% | +33.21% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.65% | -0.03% | +36.05% | |
| 48 | ENB | Enbridge Inc | Stock-Energy | 0.65% | -0.08% | -2.17% | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.63% | — | -4.13% | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.63% | -0.01% | +2.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.7% | +488.76% | Add |
| 2 | BLOK | Amplify Blockchain Tech ETF | +0.6% | NEW | New buy |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.5% | NEW | New buy |
| 4 | IPAC | Ishares Core Msci Pacific Et | +0.5% | +48.17% | Add |
| 5 | XLB | Ss Materials Select Sector | +0.5% | NEW | New buy |
| 6 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | NEW | New buy |
| 7 | PDBA | Invesco Agriculture Cmdtyk-1 | +0.2% | +24.71% | Add |
| 8 | MBB | Ishares Mbs ETF | +0.2% | +17.70% | Add |
| 9 | CMBS | Ishares Cmbs ETF | +0.2% | NEW | New buy |
| 10 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +33.21% | Add |
| 11 | FLGB | Franklin Ftse United Kingdom | +0.2% | NEW | New buy |
| 12 | PHO | Invesco Water Resources ETF | +0.2% | NEW | New buy |
| 13 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +36.05% | Add |
| 14 | SCHR | Schwab Intermediate-term US | +0.1% | +65.83% | Add |
| 15 | GPC | Genuine Parts Co | +0.1% | NEW | New buy |
| 16 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +13.07% | Add |
| 17 | MMM | 3m Co | +0.1% | -6.25% | Trim |
| 18 | FFIV | F5 Inc | +0.1% | NEW | New buy |
| 19 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 20 | KVUE | Kenvue Inc | +0.1% | -2.64% | Trim |
| 21 | VTV | Vanguard Value ETF | +0.1% | +14.29% | Add |
| 22 | PECO | Phillips Edison & Company In | +0.1% | NEW | New buy |
| 23 | SYY | Sysco CORP | +0.1% | +6.15% | Add |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -1.65% | Trim |
| 25 | PSA | Public Storage | +0.1% | -5.31% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | -3.48% | Trim |
| 27 | GILD | Gilead Sciences Inc | +0.1% | -2.09% | Trim |
| 28 | BAR | Graniteshares Gold Trust | 0% | -1.52% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.85% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 31 | USIG | Ishares Broad Usd Investment | 0% | +3.41% | Add |
| 32 | HDEF | Xtrackers Msci Eafe High Div | — | -2.82% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +1.11% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 35 | EZU | Ishares Msci Eurozone ETF | -0.1% | -24.29% | Trim |
| 36 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.2% | EXIT | Sold out |
| 37 | KLAC | Kla CORP | -0.2% | -29.07% | Trim |
| 38 | URA | Global X Uranium ETF | -0.2% | EXIT | Sold out |
| 39 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.2% | EXIT | Sold out |
| 40 | AGZ | Ishares Agency Bond ETF | -0.2% | EXIT | Sold out |
| 41 | CEMB | Ishares Jp Morgan Em Corpora | -0.2% | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | -0.2% | -0.87% | Trim |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | -0.3% | -5.79% | Trim |
| 44 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.3% | -31.20% | Trim |
| 46 | HYBB | Ishares Bb Rated CORP Bond | -0.3% | EXIT | Sold out |
| 47 | XLE | Ss Energy Select Sector | -0.4% | EXIT | Sold out |
| 48 | XLK | Ss Technology Select Sector | -0.5% | -46.48% | Trim |
| 49 | IBB | Ishares Biotechnology ETF | -0.6% | EXIT | Sold out |
| 50 | EWG | Ishares Msci Germany ETF | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Columbus Macro, LLC reported a total U.S. public equity portfolio value of $1.0B across 180 disclosed positions in Q3 2024.
During Q3 2024, Columbus Macro, LLC's top holdings by market value included IVV (4.9%)、SCHZ (3.7%)、SCHJ (2.7%). The largest single position, IVV, represented 4.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLOK
市值: $1.6M
Top Position Liquidated / Trimmed
EWG
前期市值: $1.6M
In Q3 2024, Columbus Macro, LLC made 48 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 15 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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